Work Processes

The most important functionality of EFFORT is Work Processes. Using this module, you can integrate the other modules of EFFORT to create process flows, customize it to suit the needs of your organization. You can eliminate errors, ensure compliance, and provide accurate and timely response for any request or service call. The advanced dashboard features and intelligent rule configuration helps in improving day to day operations.

EFFORT provides two types of work processes. They are
  • Action Process
  • Checklist Process

The action process lets you create the work processes where you can perform the work actions according to the configured workflow. You cannot perform the next actions until the first action completes all the configured criteria. For example, consider a loan process where the first action is customer details collection, and the second one is loan processing. Here customer details are mandatory to carry out the loan processing.

The checklist process lets you create the work processes where you can perform the work actions in whatever way you want. All the work actions in a checklist process are independent and allow you to perform any work action without depending on the other work actions.